Orme Vallance

Webinar invitation: on 23 Apr 2025 Sofia Marchetti invited Henrietta Coombe, Head of Client Reporting, to a BG-Demo webinar on 15 May 2025 about getting more value from the data layer.

Customer view: the thread holds a single outbound message and no response, so the evidence does not show whether Henrietta attended or was interested.

Open at the end: no follow-up is shown. The read suggests Sofia ask Henrietta whether she wants the webinar material, and treats the webinar as a route to discuss adoption and value of the subscription.

This is one read, so the period says nothing on usage, tickets, pricing or renewal.

Discovery: On the 21 Oct 2024 call, Priya Raman recapped the problem and the customer agreed. Traders move between five systems and pull finance reports by hand.

Customer view: Henrietta Coombe wants hours turned into minutes, with audit trails for compliance. Alexander Vallance calls it operational efficiency and says data governance is critical.

Scale: Sixty to seventy people are in the workflow, above the 40 users Growth includes. The call read points towards Enterprise, with 150 users and security review support.

Pricing: On 22 Oct 2024 Priya proposed Enterprise at £140k, annual, with about twelve weeks of implementation including security review support. Alexander did not comment on the figure, wants the commercial framework first, and accepted a security review in the first week of November.

Open at the end: The mid-December demo on the customer's own data was tentative, as Henrietta had to check with others. IT and compliance contacts were still to be named, and Priya was to send the security documents and pricing and terms before the November session. The evidence does not show whether the price was accepted or whether the review or demo took place.